CABOT WEALTH MANAGEMENT INC

Position in JPM — Jpmorgan Chase & Co

CIK 1016683 SALEM, MA

Position in JPM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$23,935,024

+$2,318,383 QoQ

Shares Held

73,122

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.54%

of 13F equity value

Holder Rank

#898

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

CABOT WEALTH MANAGEMENT INC holds $26,245,916 across 4 Banks - Diversified names. JPM ranks #1 (91.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	73,122	$23,935,024
2	C	Citigroup Inc	9,773	$1,367,829
3	TD	Toronto Dominion Bank	6,032	$732,465
4	BAC	Bank Of America Corp /De/	3,696	$210,598

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,935,024	73,122	-0.5%	Shares	Sole	2026-07-31
2026-03-31	$21,616,641	73,486	-0.9%	Shares	Sole	2026-04-27
2025-12-31	$23,897,124	74,164	-1.2%	Shares	Sole	2026-02-03
2025-09-30	$23,689,423	75,102	-0.8%	Shares	Sole	2025-10-31
2025-06-30	$21,937,489	75,670	-0.7%	Shares	Sole	2025-07-31
2025-03-31	$18,688,425	76,186	-17.8%	Shares	Sole	2025-04-22
2024-12-31	$22,220,397	92,697	-4.0%	Shares	Sole	2025-02-04
2024-09-30	$20,355,370	96,535	-1.5%	Shares	Sole	2024-10-15
2024-06-30	$19,821,075	97,998	-3.8%	Shares	Sole	2024-07-12
2024-03-31	$20,402,758	101,861	-4.4%	Shares	Sole	2024-05-03
2023-12-31	$18,131,299	106,592	-1.8%	Shares	Sole	2024-02-12
2023-09-30	$15,748,011	108,592	+1.0%	Shares	Sole	2023-10-26
2023-06-30	$15,638,726	107,527	-0.6%	Shares	Sole	2023-07-13
2023-03-31	$14,099,932	108,203	-0.5%	Shares	Sole	2023-04-20
2022-12-31	$14,578,011	108,710	-6.5%	Shares	Sole	2023-01-31
2022-09-30	$12,151,364	116,281	-5.1%	Shares	Sole	2022-10-19
2022-06-30	$13,796,977	122,520	-0.4%	Shares	Sole	2022-08-01
2022-03-31	$16,760,816	122,952	+2.7%	Shares	Sole	2022-04-14
2021-12-31	$18,961,779	119,746	+2.6%	Shares	Sole	2022-01-26
2021-09-30	$19,097,221	116,667	-1.3%	Shares	Sole	2021-10-21
2021-06-30	$18,378,450	118,159	-1.1%	Shares	Sole	2021-07-26
2021-03-31	$18,180,067	119,425	+6.2%	Shares	Sole	2021-04-20
2020-12-31	$14,294,485	112,493	+7.3%	Shares	Sole	2021-02-02
2020-09-30	$10,090,058	104,810	+2.6%	Shares	Sole	2020-11-05
2020-06-30	$9,607,476	102,142	+1.2%	Shares	Sole	2020-08-10
2020-03-31	$9,084,747	100,908	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.